COLUMBIA FUNDS SERIES TRUST I's Columbia Adaptive Retirement 2055 Fund (CARFX) has disclosed 4 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2023-06-30. The current portfolio value is calculated to be $N/A, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 6%.
Columbia Adaptive Retirement 2055 Fund (CARFX)'s
Total Assets is $1.65 Mil , Total Liabilities is $10.00 , Net Assets is $1.65 Mil.
In Columbia Adaptive Retirement 2055 Fund (CARFX)'s current portfolio as of 2023-06-30, the top 4 holdings are
iShares U.S. Real Estate ETF (IYR), iShares TIPS Bond ETF (TIP), Vanguard Mortgage-Backed Securities ETF (VMBS) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB),
not including call and put options.
Columbia Adaptive Retirement 2055 Fund (CARFX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Columbia Adaptive Retirement 2055 Fund (CARFX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Columbia Adaptive Retirement 2055 Fund (CARFX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Columbia Adaptive Retirement 2055 Fund.
Membership subscribers only.
